Audience
RIAs and Wealth Management Firms
About Ariath
Ariath connects a firm’s CRM, custodian, planning tools, and other existing systems into one intelligent thread, so AI can act with full client context while the firm stays in control of how its data is accessed, governed, and used.
Governance is configured around each workflow rather than applied as a one-size-fits-all policy. Ariath validates role-based access before data reaches an approved AI model, applies configurable redaction to sensitive information, and creates structured, queryable audit records for every request.
Retention settings, prompt injection protection, and tenant-specific deployment provide additional control over how AI interacts with firm and client data.
Ariath helps wealth management firms put AI to work across the organization, multiply advisor capacity, and automate more of the workday without losing control or adding unnecessary risk.
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Integrations
Company Information
Ariath
United States
www.ariath.ai/
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Product Details
Platforms Supported
Cloud
Training
Documentation
Videos
Support
Online
Ariath Frequently Asked Questions
Ariath Product Features
Integration
Dashboard
Supported
ETL - Extract / Transform / Load
Supported
Multiple Data Sources
Supported
Web Services
Supported
Metadata Management
Not Supported
